EUGENE MASONIC CEMETERY ASSOCIATION (EIN 931151279) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1994

Legal Domicile

Principal Officer

JON SAVITZ

Phone

5413455161

Tax Period

2024-01-01 to 2024-12-31

EUGENE MASONIC CEMETERY ASSOCIATION, founded in 1994, is a small nonprofit in the Mutual Benefit sector that reported $342K in total revenue in fiscal year 2024. Revenue fell 31% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $129K, a strong 38% operating margin.

Mission

MAINTENANCE, RESTORATION & OPERATION OF PIONEER CEMETERY

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $131,885

Program Service Revenue $202,703

Investment Income $7,327

Other Revenue $0

TOTAL REVENUE $341,915

Expense Breakdown

Grants Paid $0

Salaries & Benefits $152,959

Fundraising Expenses $5,059

Program Expenses $202,829

Other Expenses $55,050

TOTAL EXPENSES $213,068

Year-over-Year Comparison

	2024	2023	Change
Revenue	$341,915	$496,226	-0.3%
Expenses	$213,068	$250,626	-0.1%
Net Income	$128,847	$245,600	-0.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAROLINE FORELL	BOARD MEMBER	1.00	Officer	$0	$0	$0
SHERI PYRON	BOARD MEMBER	1.00	Officer	$0	$0	$0
JON SAVITZ	TREASURER	5.00	Officer	$0	$0	$0
HALLIS	BOARD MEMBER	1.00	Officer	$0	$0	$0
ALEX BROKAW	BOARD MEMBER	1.00	Officer	$0	$0	$0
BEATRICE MCKENZIE	VICE PRESIDENT	5.00	Officer	$0	$0	$0
CATHERINE KORDESCH	SECRETARY	5.00	Officer	$0	$0	$0
DON PETING	BOARD MEMBER	1.00	Officer	$0	$0	$0
DENNY HELLESVIG	BOARD MEMBER	1.00	Officer	$0	$0	$0
JOHN BREDESEN	BOARD MEMBER	1.00	Officer	$0	$0	$0
ELIZABETH SOUTHWORTH	BOARD MEMBER	1.00	Officer	$0	$0	$0
CHARLEY WRIGHT	BOARD MEMBER	1.00	Officer	$0	$0	$0
SHAWN WALKER	PRESIDENT	5.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$341,915	$213,068	$1,576,719	$128,847
2023	$496,226	$250,626	$1,452,832	$245,600
2022	$359,772	$194,243	$1,201,116	$165,529
2021	$410,188	$287,412	$1,035,596	$122,776
2020	$278,409	$164,465	$915,493	$113,944
2019	$280,086	$206,838	$802,380	$73,248
2018	$223,299	$122,648	$727,534	$100,651

EUGENE MASONIC CEMETERY ASSOCIATION